See peer percentile detail with Solo.
Solo shows the percentile for each metric against plans of the same size and industry. $4.99 for your first month, then $34.99 a month. Cancel any time.
See the 10-year trajectory with Solo.
Solo shows up to ten years of filings for this plan, year over year. $4.99 for your first month, then $34.99 a month. Cancel any time.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $180,959 | $93,571+93.4% | $135,903+33.2% | $75,163+140.8% |
| Participation rate | 85.3% | 75.2%+10.1pp | 81.9%+3.4pp | 67.2%+18.1pp |
| Annual return | 19.71% | 30.90%-11.2pp | 68.23%-48.5pp | 160.62%-140.9pp |
| Employer contribution / active EE | $1,017 | $3,537-71.3% | $4,856-79.1% | $2,670-61.9% |
| Participant deferral / active EE | $9,931 | $6,404+55.1% | $7,758+28.0% | $4,125+140.7% |
| Admin fee / account holder | $1,183 | $6,975-83.0% | $10,762-89.0% | $5,651-79.1% |